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Factors affecting investment decisions of UHNWIs in North America 2016

Published by M. Szmigiera, Aug 30, 2018
The statistic presents the factors affecting investment decisions of UHNWIs in North America in 2016. In that year, 70 percent of the surveyed private bankers and wealth advisors in North America admitted that wealth preservation had an effect on wealth management and investment decisions of their clients.

Which five factors are most important to your clients when it comes to the management of their wealth and their investment decisions?

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Source

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Release date

March 2017

Region

Canada, United States

Survey time period

2016

Number of respondents

900 respondents

Supplementary notes

Based on responses from almost 900 of the world’s leading private bankers and wealth advisors representing over 10,000 clients with a combined wealth of around 2 trillion U.S. dollars.
Multiple answers were possible.

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